-22.9%
SPOT vs IQV
+46.0%
-68.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.7% | -2.9% |
| 7D | -0.9% | +2.3% | -3.2% | -1.4% |
| 30D | +12.5% | +13.4% | -1.0% | +9.6% |
| 3M | +9.9% | +43.3% | -33.4% | +2.3% |
| 6M | +1.6% | +50.5% | -49.0% | -6.3% |
| YTD | -6.6% | +18.8% | -25.4% | -10.7% |
| 1Y | -22.9% | +45.5% | -68.4% | -26.0% |
| All | -22.9% | +46.0% | -68.9% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IQV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling